[Broadcom's miss on custom AI chips](https://www.cnbc.com/2026/06/04/chipmaker-equities-micron-marvell-broadcom-intel.html) confirms what (https://www.marketwatch.com/story/tech-is-flashing-a-warning-sign-last-seen-in-2020-strategist-larry-mcdonald-sees-a-massive-rotation-coming-c8d5a2fe?mod=mw_rss_topstories): mega-cap tech is being treated as a *safe trade* when the structure says it should be the riskiest one.

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